For Executors and Personal Representatives: Understanding Your Legal Remedies When Trust Property Is Stolen or Concealed If you’re serving as an executor or personal representative, you may face situations where trust property... Read more »
The one year statute of limitations on claims arising from a decedent’s promise to make a distribution does not apply to claims for distribution under a valid trust amendment. Source: California Lawyers... Read more »
If you’re a California resident managing an estate or worried about protecting your family’s inheritance rights, a recent legal development could significantly impact your ability to contest a trust—even if you were... Read more »
Packard v. Packard: What California Families Need to Know About Trust Reformation vs. Trust Contests
If you’re managing a California trust and discover what appears to be a drafting error or misunderstanding of the trustor’s true intentions, you may be wondering: “Can I fix this mistake without... Read more »
If you’re a California resident creating or managing a trust that includes real estate—especially a family home—you need to understand how state law protects your heirs’ property rights. A recent California case,... Read more »
Can Disabled Veterans Sue to Enforce a Charitable Trust? Key Insights from Powers v. McDonough Who This Is For If you’re a California resident managing a charitable trust, estate plan, or family... Read more »
Distributions of trust assets to beneficiaries before the death of the settlor may allow for more flexibility than distributions of trust assets to beneficiaries after the death of the settlor. In most instances,... Read more »
There is no set rule as to how long trust records must be kept by a trustee, and the determination is usually based in part on the complexity of the issues facing... Read more »
Master-planned communities ask a lot of buyers’ confidence. You are selling a place that will change for a decade or more—builders rotating in and out, amenities arriving in phases, schools and streetscapes... Read more »
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